How do you void a completed transaction?

[CindyT713]

Hi I was wondering if anyone can help me void a transaction. I put a receipt through as cash by mistake, and i do not know how to void it. 

[VanKalkerFarms · Accepted solution]

you can refund the transaction so that it will balance out the books, but you can't delete it.

[VanKalkerFarms · Accepted solution]

you can refund the transaction so that it will balance out the books, but you can't delete it.

[Athens]

This reply created from merging an existing thread: "How do I void a transaction?" The author has been notified via email.

How do I void a transaction?

[tknope]

If a credit card was charged in error for payment for an open ticket, can it be voided right away instead of having to refund the card?  this is for open tickets in a bar, the server swipes the wrong card; we now have to refund the incorrect credit card and re-ring the sales to charge the correct credit card; couldn't that transaction just be voided if within the same shift/open drawer the server is working on?

[Cathryn7]

I need to void a transaction.  I chose the wrong client from my schedule and completed the transaction using the check from the client I SHOULD have selected! 

[ryanwanner · Accepted solution]

Hello @Cathryn7 !

If you have already closed out the ticket, you have no choice but to do a refund since Square doesn't allow us to reopen tickets.

You mentioned that it was a check payment though: this means that it'll be a LOT easier to recover. Since check payments aren't run through Square (short of reporting it was a check that was used to pay the ticket), you can very easily refund the old ticket and re-ring it using the right customer.

If, like me every time I do this, realized the goof on a later business day, it will get a little sticky. What I do in cases like this is do the refund/re-ring, then leave a note for my bookkeeper to ignore the new transaction when entering in Quickbooks and leave the old transaction in the right day. Again, doable with a check or cash payment, not as nice with a cc payment. Heavy notes in the general ledger in quickbooks makes tracking the sales anomaly a little easier.

[pbellajr]

Did you get an answer to this? I have the same issue.

[Eagles3124]

Not being able to VOID a completed sale is STUPID especially if you are tracking inventory.  I don't believe a Refund add the item count back in to inventory.  This is a BUG (or very POOR programming) that needs corrected.  At any time that an errant transaction is found, the correcting procedure MUST be a reversing procedure.

[jjgard]

When you refund a transaction, it very specifically asks you if you want to return the item(s) to inventory.

[Eagles3124]

We are using Square for Restaurants - so for example, we don't have an inventory/stock count on Cheeseburgers at the beginning of the day, so if a clerk sells a cheeseburger accidently ($5.00) and closes the transaction and then makes a refund, when we run the sales report, it still shows that cheeseburger ($5.00) being sold and shows a generic refund of $5.00.  We do not get a notice to add it back to inventory, because we don't have inventory/stock on that particular item to begin with.  But still at the end of the day, it shows I sold 1 more cheeseburger than I really did.

Whether using inventory/stock counts or not - an errant sale should not still show up as a sale on the report.  The sale didn't happen, we have to be able to get that item count reduced.

[japonzio]

Square needs to add a feature to void a transaction or reverse a payment.

[Benson2]

Any update on this? 

[TRHA]

On Sales reports the Refund does not back off of the product level - For example entered a sale for 10.50, then issues a refund for that amount.  When we get sales totals, it includes the 10.50 in Sales, and lists 10.50 as refunded, but you have no idea which product has refunded.  I know you can go through transactions and find all the refunds, then manually adjust each sales total, but there must be an easier way.  Am I missing it?  Thanks!

[ambc]

Square: please make a void option. Sometimes my employees make errors when trying to do split payments and having to do a refund and re-ring is more confusing than just voiding the transaction altogether. Thanks!

[JJ_]

Thanks so much for this Request @ambc. In order to appropriately send these to our product teams we’d love it if you'd submit this request on our Ideate page for Square Point of Sale. 

Our team monitors these boards and we triage them to measure needs. You can search the boards to see if this has been requested before and add your use case if so!

[Pluffers27]

Yes to all the people pointing out the need for a VOID option! In our case, we need it because we have a staffer who continually makes the mistake of ringing the wrong item, then must back it out by using a refund. As noted above this has a permanent consequence on Gross Sales and on inventory lists.  I have worked in many retail operations and have never seen a point of sale system that did NOT have a Voiding process. Please add a VOID option. Thank you.